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Strategic Tax Planning with Simplify365®
Keep More of What You Earn In a business climate where every decision impacts your bottom line, effective tax planning isn’t just a necessity, it’s a strategic advantage. That’s why we created simplify365®, a comprehensive tax planning program designed to help you manage your tax burden proactively and keep more of what you’ve built. A…
From the Desk of John Vance – To Our Vance Wealth Friends and Family
So far, this year has been full of meaningful moments — and I’m feeling especially grateful for the balance of family time, professional growth, and the community that ties it all together. In late March, Carmen and I set off on a special trip overseas. We spent a few days in London, enjoying theater performances…
Vance Wealth Announces New Ownership From Within
Santa Clarita-based wealth management firm welcomes three internal leaders to ownership team Santa Clarita, Calif. — Vance Wealth, a leading financial planning firm headquartered in Santa Clarita, is proud to announce a significant milestone in the firm’s growth: the transition of ownership to three long-time internal leaders. Vice Presidents Jerrod Ferguson, CFP®; Tyler Tilton, CFP®,…
Navigating Market Uncertainty with Confidence
Do you ever feel like the unpredictability of today’s world is unprecedented? Many investors, especially those with progressive values or concerns about today’s political climate, may feel like we’re in uncharted territory. The headlines, the policies, the uncertainty, it can all feel overwhelming. It’s natural to think, this time feels different. But history tells a…
Honoring the Women of Impact at Vance Wealth
As the founder of Vance Wealth, I am deeply inspired every day by the commitment and leadership of our team. However, in honor of International Women’s Day, I have decided to specifically highlight the exceptional women on our team. Their profound impact on our growth and culture transcends mere recognition; it sets the standard for…
Legacy Series: Avoiding Common Mistakes When Transferring Wealth
An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isn’t easy, and there are three common mistakes we often see—mistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
Have You Subscribed to Our YouTube Channel Yet?
Don’t miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. Why Subscribe? Instant Updates: Get notified about live streams and new videos as soon as they’re available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…
We Are Hiring!
Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, we’re not just a financial planning firm—we’re a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. We’re seeking an Investment Associate to support investment and trading operations. In this role, you’ll ensure the smooth execution of trades, manage…
Tariffs, Trends, and Timing: Understanding the Current Market Landscape
The volatility in the markets over the past few days has brought back bad memories from 2020 and the massive swings in the markets. The White House’s latest tariff announcements mark a sharp escalation in trade protectionism, with a new 10% baseline tariff on most U.S. imports and additional reciprocal tariffs pushing the weighted average…